WAP

Wealthcare Advisory Partners Portfolio holdings

AUM $5.14B
1-Year Est. Return 17.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.65B
AUM Growth
+$6.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
626
New
Increased
Reduced
Closed

Top Buys

1
+$42.7M
2
+$21.9M
3
+$16M
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$12.8M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$10.9M

Top Sells

1
+$35.1M
2
+$14.2M
3
+$11.7M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$9.81M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$6.88M

Sector Composition

1 Technology 3.76%
2 Healthcare 2.63%
3 Financials 2.15%
4 Industrials 1.85%
5 Consumer Discretionary 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
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